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CFP
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CFP

Grant Trimble

Cwm, LLC
22 Years of Experience
Overland Park, KS
View SEC Summary
View SEC Summary

Grant Trimble is a CFP-designated registered investment advisor at Cwm, LLC, based in Overland Park, KS, with 22 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
663 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7450 W. 130th Street, Suite 350, Overland Park, KS, 66213

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Grant operates under two DBAs for his LPL business: Trimble Investment Group and Trimble Wealth. He dedicates full-time hours to Trimble Wealth, with 8 hours during securities trading, and minimal time to Trimble Investment Group.

Employment History
Current Registrations
Cwm, LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
V Wealth Advisors LLC
May 2013 - February 2022 · 8 yrs 9 mos
LPL Financial LLCBroker
May 2013 - October 2019 · 6 yrs 5 mos
Cetera Advisors LLCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Cetera Advisors LLC
June 2009 - May 2013 · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
May 2007 - June 2009 · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
May 2007 - June 2009 · 2 yrs 1 mo
RBC Dain Rauscher INC.
July 2004 - May 2007 · 2 yrs 10 mos
RBC Dain Rauscher INC.Broker
May 2004 - May 2007 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
July 2001 - December 2001 · 5 mos
State Registrations3 states
CAKSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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